Ritter Daniher Financial Advisory LLC / DE
Latest statistics and disclosures from Ritter Daniher Financial Advisory LLC / DE's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DGRO, IJH, IEFA, AVEM, and represent 57.71% of Ritter Daniher Financial Advisory LLC / DE's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$22M), JAVA (+$7.0M), TGRW, IVV, AVEM, IEFA, JEPI, IJR, DGRO, IJK.
- Started 4 new stock positions in PLTR, SMCI, BW, CHWY.
- Reduced shares in these 10 stocks: JMST, LDUR, T, CTAS, JPST, , COST, CVX, OXY, TSLA.
- Sold out of its positions in ABNB, MO, ADM, TEAM, CVE, CL, GLW, Etf Managers Tr tierra xp latin, EMR, EU.
- Ritter Daniher Financial Advisory LLC / DE was a net buyer of stock by $35M.
- Ritter Daniher Financial Advisory LLC / DE has $302M in assets under management (AUM), dropping by 12.06%.
- Central Index Key (CIK): 0001936603
Tip: Access up to 7 years of quarterly data
Positions held by Ritter Daniher Financial Advisory LLC / DE consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ritter Daniher Financial Advisory LLC / DE
Ritter Daniher Financial Advisory LLC / DE holds 302 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 23.0 | $69M | 132k | 525.73 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 10.1 | $31M | 527k | 58.06 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.0 | $27M | +409% | 448k | 60.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 8.9 | $27M | +2% | 363k | 74.22 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.7 | $20M | +4% | 348k | 57.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 6.4 | $19M | +2% | 174k | 110.52 |
|
| Procter & Gamble Company (PG) | 3.9 | $12M | 73k | 162.25 |
|
|
| LCNB (LCNB) | 3.0 | $8.9M | 561k | 15.94 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.7 | $8.1M | +8% | 141k | 57.86 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 2.6 | $7.9M | +816% | 131k | 59.89 |
|
| Apple (AAPL) | 2.2 | $6.6M | 39k | 171.48 |
|
|
| T Rowe Price Etf Price Grw Stock (TGRW) | 1.4 | $4.2M | +300% | 121k | 34.39 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $3.9M | 20k | 200.30 |
|
|
| Cintas Corporation (CTAS) | 1.0 | $3.1M | -3% | 4.6k | 687.03 |
|
| Amazon (AMZN) | 0.9 | $2.8M | 16k | 180.38 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $2.8M | 6.7k | 420.72 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.6 | $1.7M | +25% | 19k | 91.25 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.5M | 13k | 114.14 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $1.5M | +6% | 13k | 118.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | +9% | 8.8k | 150.93 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $1.3M | +9% | 10k | 130.73 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.2M | -4% | 14k | 84.09 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.4 | $1.1M | 11k | 103.01 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -8% | 1.5k | 732.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | 12k | 84.44 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $1.0M | -32% | 20k | 50.74 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $965k | 9.4k | 102.76 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $934k | -4% | 1.9k | 480.70 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $931k | 5.1k | 182.61 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $924k | -2% | 15k | 62.06 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $917k | 12k | 79.86 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $907k | -2% | 8.7k | 103.79 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $874k | 1.1k | 777.96 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $833k | 8.2k | 101.50 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $826k | +3% | 7.1k | 116.24 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.3 | $808k | 15k | 54.08 |
|
|
| Nextera Energy (NEE) | 0.3 | $797k | 13k | 63.91 |
|
|
| Lincoln Electric Holdings (LECO) | 0.2 | $741k | 2.9k | 255.44 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $703k | 14k | 50.17 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $668k | 3.2k | 210.30 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $665k | 4.4k | 152.26 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $593k | 1.1k | 523.07 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $587k | 11k | 54.40 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $581k | -6% | 3.1k | 186.81 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $559k | +5% | 619.00 | 903.58 |
|
| Chevron Corporation (CVX) | 0.2 | $530k | -16% | 3.4k | 157.74 |
|
| Kroger (KR) | 0.2 | $510k | -10% | 8.9k | 57.13 |
|
| Anthem (ELV) | 0.2 | $489k | 942.00 | 518.54 |
|
|
| Pfizer (PFE) | 0.2 | $464k | -4% | 17k | 27.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $440k | -3% | 1.7k | 259.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $430k | 2.1k | 205.72 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $425k | 8.4k | 50.60 |
|
|
| Pepsi (PEP) | 0.1 | $413k | 2.4k | 175.01 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $399k | 3.2k | 123.18 |
|
|
| UnitedHealth (UNH) | 0.1 | $394k | 797.00 | 494.71 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $390k | 11k | 37.21 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $385k | -3% | 2.8k | 139.01 |
|
| Tesla Motors (TSLA) | 0.1 | $363k | -19% | 2.1k | 175.79 |
|
| Broadcom (AVGO) | 0.1 | $331k | 250.00 | 1325.41 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $330k | 1.8k | 179.11 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $326k | 6.0k | 54.23 |
|
|
| Norfolk Southern (NSC) | 0.1 | $306k | 1.2k | 254.87 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $302k | 3.0k | 100.81 |
|
|
| Coca-Cola Company (KO) | 0.1 | $299k | 4.9k | 61.18 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $294k | 4.4k | 66.57 |
|
|
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $293k | 14k | 21.48 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $288k | +7% | 2.5k | 115.28 |
|
| Home Depot (HD) | 0.1 | $286k | 746.00 | 383.60 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $258k | 2.7k | 96.70 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $249k | 2.0k | 125.33 |
|
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $247k | 2.5k | 100.70 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $241k | 4.2k | 57.38 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $228k | 470.00 | 485.58 |
|
|
| Netflix (NFLX) | 0.1 | $216k | 355.00 | 607.36 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $216k | +144% | 871.00 | 247.41 |
|
| Quanta Services (PWR) | 0.1 | $209k | 803.00 | 259.80 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $204k | 4.6k | 44.70 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $195k | -4% | 2.0k | 97.53 |
|
| International Business Machines (IBM) | 0.1 | $187k | 980.00 | 191.00 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $181k | 453.00 | 399.09 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $180k | 535.00 | 337.05 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $175k | +399% | 969.00 | 180.49 |
|
| Uber Technologies (UBER) | 0.1 | $174k | 2.3k | 76.99 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $173k | 4.6k | 37.92 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $172k | 439.00 | 390.65 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $163k | 3.4k | 47.89 |
|
|
| CSX Corporation (CSX) | 0.1 | $161k | 4.4k | 37.07 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $156k | 4.0k | 39.02 |
|
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $153k | +3% | 3.3k | 46.57 |
|
| Johnson & Johnson (JNJ) | 0.0 | $151k | -4% | 953.00 | 158.19 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $150k | 1.1k | 136.05 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $149k | 3.3k | 45.29 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $143k | -9% | 1.6k | 87.42 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $143k | 3.5k | 41.08 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $141k | 1.7k | 81.43 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $140k | 1.1k | 131.34 |
|
|
| Intel Corporation (INTC) | 0.0 | $139k | -2% | 3.1k | 44.17 |
|
| Abbvie (ABBV) | 0.0 | $138k | 758.00 | 182.10 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $136k | -19% | 326.00 | 418.01 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $132k | 1.2k | 110.13 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $131k | 435.00 | 300.08 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $125k | 1.3k | 97.94 |
|
|
| PNC Financial Services (PNC) | 0.0 | $122k | 757.00 | 161.60 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $119k | 1.8k | 65.86 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $117k | 1.5k | 76.67 |
|
|
| Walt Disney Company (DIS) | 0.0 | $116k | 948.00 | 122.41 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $114k | +2320% | 1.2k | 94.37 |
|
| Gartner (IT) | 0.0 | $112k | 234.00 | 476.67 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $108k | 224.00 | 481.57 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $105k | 1.5k | 70.05 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $102k | -28% | 361.00 | 281.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $98k | 283.00 | 346.61 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $97k | -28% | 86.00 | 1128.88 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $94k | 5.0k | 18.80 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $91k | +200% | 1.5k | 60.17 |
|
| United Rentals (URI) | 0.0 | $90k | 125.00 | 721.11 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $90k | +42% | 1.1k | 81.78 |
|
| McKesson Corporation (MCK) | 0.0 | $85k | 159.00 | 536.86 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $83k | -13% | 1.7k | 49.24 |
|
| ConocoPhillips (COP) | 0.0 | $83k | 650.00 | 127.28 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $80k | -3% | 1.5k | 54.43 |
|
| Nucor Corporation (NUE) | 0.0 | $79k | 400.00 | 197.90 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $79k | 600.00 | 131.71 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $76k | 81.00 | 941.27 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $73k | 5.2k | 13.95 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $70k | -4% | 576.00 | 120.99 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $70k | -33% | 138.00 | 504.60 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $68k | 237.00 | 288.03 |
|
|
| American Express Company (AXP) | 0.0 | $67k | 293.00 | 227.69 |
|
|
| Worthington Industries (WOR) | 0.0 | $67k | -6% | 1.1k | 62.22 |
|
| Merck & Co (MRK) | 0.0 | $65k | 492.00 | 131.95 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $65k | 111.00 | 581.22 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $63k | 693.00 | 91.39 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $63k | 2.5k | 25.44 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $62k | 476.00 | 131.09 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $62k | 1.4k | 45.41 |
|
|
| Comerica Incorporated (CMA) | 0.0 | $61k | 1.1k | 54.99 |
|
|
| Deere & Company (DE) | 0.0 | $58k | 141.00 | 410.74 |
|
|
| ON Semiconductor (ON) | 0.0 | $57k | -49% | 780.00 | 73.55 |
|
| Hp (HPQ) | 0.0 | $57k | 1.9k | 30.22 |
|
|
| Dupont De Nemours (DD) | 0.0 | $56k | 730.00 | 76.67 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $55k | 221.00 | 249.74 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $53k | 430.00 | 124.17 |
|
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $53k | 2.5k | 21.06 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $51k | +60% | 160.00 | 320.59 |
|
| Visa Com Cl A (V) | 0.0 | $50k | 179.00 | 279.08 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $50k | 185.00 | 268.34 |
|
|
| Prudential Financial (PRU) | 0.0 | $48k | 412.00 | 117.40 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $48k | 108.00 | 444.02 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $47k | 294.00 | 161.28 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $47k | 200.00 | 235.79 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $47k | 371.00 | 125.87 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $47k | 410.00 | 113.45 |
|
|
| American Electric Power Company (AEP) | 0.0 | $46k | 528.00 | 86.10 |
|
|
| General Electric Com New (GE) | 0.0 | $45k | 258.00 | 175.71 |
|
|
| Enbridge (ENB) | 0.0 | $45k | 1.2k | 36.18 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $45k | 350.00 | 128.40 |
|
|
| Sempra Energy (SRE) | 0.0 | $43k | 600.00 | 71.83 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $43k | -33% | 164.00 | 261.73 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $43k | -52% | 786.00 | 54.22 |
|
| Super Micro Computer (SMCI) | 0.0 | $42k | NEW | 42.00 | 1010.05 |
|
| Dow (DOW) | 0.0 | $42k | 727.00 | 57.93 |
|
|
| Corteva (CTVA) | 0.0 | $42k | 729.00 | 57.67 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $42k | -32% | 43.00 | 970.49 |
|
| Worthington Stl Com Shs (WS) | 0.0 | $41k | 1.2k | 35.85 |
|
|
| Axon Enterprise (AXON) | 0.0 | $41k | +30% | 130.00 | 312.88 |
|
| Target Corporation (TGT) | 0.0 | $40k | 225.00 | 177.21 |
|
|
| At&t (T) | 0.0 | $40k | -78% | 2.3k | 17.60 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $38k | -32% | 39.00 | 962.51 |
|
| Arista Networks (ANET) | 0.0 | $35k | 120.00 | 289.98 |
|
|
| Western Digital (WDC) | 0.0 | $34k | 500.00 | 68.24 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $34k | 1.9k | 17.73 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $33k | -74% | 507.00 | 64.99 |
|
| Servicenow (NOW) | 0.0 | $33k | 43.00 | 762.42 |
|
|
| Lowe's Companies (LOW) | 0.0 | $33k | 128.00 | 254.73 |
|
|
| Humana (HUM) | 0.0 | $31k | 90.00 | 346.72 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $31k | 100.00 | 311.28 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $31k | +400% | 500.00 | 61.90 |
|
| Wp Carey (WPC) | 0.0 | $31k | 543.00 | 56.44 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $30k | 238.00 | 125.61 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $30k | -5% | 392.00 | 75.98 |
|
| Zimmer Holdings (ZBH) | 0.0 | $30k | 224.00 | 131.98 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $29k | -22% | 313.00 | 92.72 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $26k | 377.00 | 70.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $26k | 325.00 | 80.63 |
|
|
| American Financial (AFG) | 0.0 | $26k | +2% | 190.00 | 136.71 |
|
| Southern Company (SO) | 0.0 | $25k | 350.00 | 71.74 |
|
|
| Alcoa (AA) | 0.0 | $25k | 733.00 | 33.79 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $24k | 300.00 | 80.16 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $23k | 70.00 | 333.73 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $23k | 750.00 | 30.72 |
|
|
| Copart (CPRT) | 0.0 | $23k | 392.00 | 57.92 |
|
|
| Consolidated Edison (ED) | 0.0 | $23k | 250.00 | 90.81 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $22k | 90.00 | 245.93 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $21k | 259.00 | 81.53 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $21k | 40.00 | 524.75 |
|
|
| Cigna Corp (CI) | 0.0 | $20k | 55.00 | 363.20 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $19k | 121.00 | 154.93 |
|
|
| 3M Company (MMM) | 0.0 | $19k | 175.00 | 106.07 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $18k | NEW | 800.00 | 23.01 |
|
| Eversource Energy (ES) | 0.0 | $18k | 300.00 | 59.77 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $17k | 233.00 | 72.36 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $16k | 109.00 | 147.73 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $16k | 190.00 | 81.97 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $15k | 184.00 | 83.58 |
|
|
| Clorox Company (CLX) | 0.0 | $15k | 100.00 | 153.11 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $15k | 100.00 | 148.63 |
|
|
| Medtronic SHS (MDT) | 0.0 | $15k | 170.00 | 87.15 |
|
|
| Gladstone Ld (LAND) | 0.0 | $14k | 1.1k | 13.34 |
|
|
| Waste Management (WM) | 0.0 | $14k | 66.00 | 213.15 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $13k | 100.00 | 131.93 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $12k | 180.00 | 65.65 |
|
|
| Nike CL B (NKE) | 0.0 | $12k | 125.00 | 93.98 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $12k | 200.00 | 58.13 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $11k | 300.00 | 34.89 |
|
|
| Global X Fds Renewable Energy (RNRG) | 0.0 | $11k | 1.1k | 9.85 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $10k | 50.00 | 205.98 |
|
|
| Verizon Communications (VZ) | 0.0 | $10k | 244.00 | 41.94 |
|
|
| Cibc Cad (CM) | 0.0 | $10k | 200.00 | 50.72 |
|
|
| Principal Financial (PFG) | 0.0 | $10k | 117.00 | 86.32 |
|
|
| Rbc Cad (RY) | 0.0 | $10k | 100.00 | 100.88 |
|
|
| Prologis (PLD) | 0.0 | $9.6k | 74.00 | 130.23 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $9.3k | 160.00 | 57.96 |
|
|
| Stoneco Com Cl A (STNE) | 0.0 | $9.1k | 550.00 | 16.61 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $9.0k | +100% | 2.0k | 4.50 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $8.9k | +24% | 76.00 | 116.84 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $8.8k | +2% | 349.00 | 25.25 |
|
| Chemours (CC) | 0.0 | $8.5k | 325.00 | 26.26 |
|
|
| Cisco Systems (CSCO) | 0.0 | $8.3k | 166.00 | 49.92 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $8.0k | 100.00 | 79.83 |
|
|
| DTE Energy Company (DTE) | 0.0 | $7.8k | 70.00 | 111.77 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $7.7k | 161.00 | 47.94 |
|
|
| Amgen (AMGN) | 0.0 | $7.7k | 27.00 | 284.74 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $7.7k | +400% | 90.00 | 85.28 |
|
| BP Sponsored Adr (BP) | 0.0 | $7.5k | -43% | 200.00 | 37.68 |
|
| Ishares Tr Exponential Tech (XT) | 0.0 | $7.5k | 125.00 | 59.62 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $7.4k | 300.00 | 24.66 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.4k | 81.00 | 90.94 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.0 | $7.0k | -96% | 74.00 | 95.16 |
|
| Global X Fds Solar Etf (RAYS) | 0.0 | $6.8k | 581.00 | 11.77 |
|
|
| Evergy (EVRG) | 0.0 | $6.4k | 119.00 | 53.39 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $6.3k | 165.00 | 38.47 |
|
|
| Radius Recycling Cl A (RDUS) | 0.0 | $6.3k | 300.00 | 21.13 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $6.1k | 200.00 | 30.67 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $6.0k | 500.00 | 11.93 |
|
|
| Micron Technology (MU) | 0.0 | $5.9k | +66% | 50.00 | 117.90 |
|
| Entergy Corporation (ETR) | 0.0 | $5.8k | 55.00 | 105.69 |
|
|
| Inotiv (NOTV) | 0.0 | $5.5k | 500.00 | 10.94 |
|
|
| Oneok (OKE) | 0.0 | $5.3k | 66.00 | 80.18 |
|
|
| First Bancshares (FBMS) | 0.0 | $5.2k | 202.00 | 25.95 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.1k | 39.00 | 131.26 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $5.0k | 11.00 | 454.91 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $4.8k | 10.00 | 478.70 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $4.7k | 544.00 | 8.73 |
|
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $4.6k | 200.00 | 22.97 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $4.5k | 276.00 | 16.34 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $4.4k | 41.00 | 106.54 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $4.2k | 27.00 | 156.70 |
|
|
| Ford Motor Company (F) | 0.0 | $4.2k | -41% | 315.00 | 13.29 |
|
| Marvell Technology (MRVL) | 0.0 | $4.2k | 59.00 | 70.42 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $4.1k | +200% | 18.00 | 225.94 |
|
| salesforce (CRM) | 0.0 | $3.9k | 13.00 | 301.23 |
|
|
| Mattel (MAT) | 0.0 | $3.9k | 197.00 | 19.81 |
|
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $3.6k | 130.00 | 27.86 |
|
|
| Dxc Technology (DXC) | 0.0 | $3.4k | 162.00 | 21.22 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $3.4k | 30.00 | 113.67 |
|
|
| Global X Fds Clean Wtr Etf (AQWA) | 0.0 | $3.1k | 177.00 | 17.49 |
|
|
| Dominion Resources (D) | 0.0 | $3.0k | 62.00 | 49.19 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $2.8k | -80% | 98.00 | 28.35 |
|
| Ammo (POWW) | 0.0 | $2.8k | 1.0k | 2.75 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $2.4k | 8.00 | 304.50 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $2.2k | 76.00 | 28.84 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $2.2k | 200.00 | 10.95 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $2.1k | 34.00 | 61.12 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $2.0k | 36.00 | 54.72 |
|
|
| Intuit (INTU) | 0.0 | $2.0k | -25% | 3.00 | 650.00 |
|
| Global X Fds Thmatc Gwt Etf (GXTG) | 0.0 | $1.9k | -78% | 80.00 | 24.15 |
|
| Callaway Golf Company (MODG) | 0.0 | $1.6k | 100.00 | 16.17 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.5k | 51.00 | 28.76 |
|
|
| SYNNEX Corporation (SNX) | 0.0 | $1.4k | 12.00 | 113.17 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.3k | 26.00 | 50.12 |
|
|
| Global X Fds Cleantech Etf (CTEC) | 0.0 | $1.2k | 122.00 | 9.63 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $1.2k | 63.00 | 18.49 |
|
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $1.1k | NEW | 1.0k | 1.13 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $1.1k | 4.00 | 262.50 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.0k | 5.00 | 201.60 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $960.999800 | 23.00 | 41.78 |
|
|
| Global X Fds Genomic Biotech (GNOM) | 0.0 | $899.999600 | 79.00 | 11.39 |
|
|
| Viatris (VTRS) | 0.0 | $812.001600 | 68.00 | 11.94 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $796.000000 | NEW | 50.00 | 15.92 |
|
| Concentrix Corp (CNXC) | 0.0 | $795.000000 | 12.00 | 66.25 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $729.000000 | -16% | 5.00 | 145.80 |
|
| Paypal Holdings (PYPL) | 0.0 | $670.000000 | 10.00 | 67.00 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $558.000000 | 12.00 | 46.50 |
|
|
| Danaher Corporation (DHR) | 0.0 | $500.000000 | 2.00 | 250.00 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $428.999400 | 18.00 | 23.83 |
|
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $374.000000 | 17.00 | 22.00 |
|
|
| Zimvie (ZIMV) | 0.0 | $363.000000 | 22.00 | 16.50 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $150.999600 | 12.00 | 12.58 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $123.000000 | 2.00 | 61.50 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $104.000000 | 2.00 | 52.00 |
|
|
| Moderna (MRNA) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Ritter Daniher Financial Advisory LLC / DE
SEC 13F filings are viewable for Ritter Daniher Financial Advisory LLC / DE going back to 2022
- Ritter Daniher Financial Advisory LLC / DE 2024 Q1 filed May 13, 2024
- Ritter Daniher Financial Advisory LLC / DE 2023 Q4 filed Feb. 9, 2024
- Ritter Daniher Financial Advisory LLC / DE 2023 Q3 filed Nov. 9, 2023
- Ritter Daniher Financial Advisory LLC / DE 2023 Q2 filed Aug. 10, 2023
- Ritter Daniher Financial Advisory LLC / DE 2023 Q1 filed May 11, 2023
- Ritter Daniher Financial Advisory LLC / DE 2022 Q4 filed Feb. 10, 2023
- Ritter Daniher Financial Advisory LLC / DE 2022 Q3 filed Nov. 9, 2022
- Ritter Daniher Financial Advisory LLC / DE 2022 Q2 filed Aug. 11, 2022